Welcome

Burgess Leclerc Financial Group Inc. was created to administer the large volume of business handled by Gerald K. Burgess in Toronto and J.J. Leclerc in Ottawa.

Specializing in Total Needs Personal and Business Financial Planning, we make available an extensive group of professional advisors from tax to legal. Experience and wide product knowledge allows B. L. F. G. I. to offer a complete line of financial planning services to you confidentially.

Total Needs Financial Planning, Estate Planning, and Tax Planning is made available to you offering the opportunity to satisfy all of your Financial and Insurance needs. We, as independent advisors, are available promptly and conduct business by appointment in your home or our boardroom directly with the clients.

Experience has proved that each additional service provided tends to strengthen client loyalty and satisfaction. We aim to provide satisfaction.


Recent Articles

Debt Reduction as Retirement Savings Strategy

Statistics Canada recently reported the ratio of household credit market debt to disposable income reached the highest level since the agency began tracking this figure. In 1990 it was 50%, rose to 110% in 2000 and jumped to 149% in the second quarter of 2011. This can cause some angst for those with children reaching post-secondary school age.

Government Benefits Can Boost Retirement Income

In a 2010 report to the Minister of Finance, it was found that approximately 160,000 Canadian seniors were not aware of the full range of benefits they were entitled to in their retirement years. In fact, nearly $1 billion in retirement benefits from the Canada Pension Plan (CPP), Old Age Security (OAS) and the Guaranteed Income Supplement (GIS) have not been paid out to eligible recipients.

TFSAs: Flexible Wealth Building Strategy

The Tax-Free Savings Account (TFSA) was introduced in the February 2008 Federal Budget and became available January 1, 2009. It is touted by the Government of Canada as "the single most important personal savings vehicle since the introduction of the Registered Retirement Savings Plan (RRSP)."

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